Political analytics and forecasts Partly open
The Insurance Noose: Why It’s Not the Fleet, but a London Underwriter That’s Holding Back Logistics
It is not aircraft carriers or customs that bring global trade to a halt. It is the signature of an underwriter in London: without an insurance policy, a ship will not dock, and a truck will not cross the border. We’ll examine how this weapon works, how it has already been used against Russia and the “shadow fleet”—which, contrary to panic-mongering reports, has not yet happened—and how to restructure contracts so as not to be held liable for someone else’s canceled policy.
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- the full set of indicators and market factors;
- an interpretation of the current picture;
- conclusions and the signals that follow.